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Sponsor portfolio

PHARMEX

EIN 85-0261533-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$684K assets
Welfare
0
Participants
15
2300-B EAST 30TH, SUITE 101 - FARMINGTON, NM 87401505-327-4826
Plans on this EIN
2 filings
#003CashBalance-$522K - 5 part#002401k-$163K - 10 part

Retirement portfolio analytics

2 plans aggregated / $684K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#003)76%
  • FAMILY PHARMACY 401(K) (#002)24%
Total $684KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAMILY PHARMACY 401(K) (#002)10
  • CASH BALANCE PLAN (#003)5
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PINON FAMILY PHARMACY CASH BALANCE PLAN

CashBalance

Assets$522K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PINON FAMILY PHARMACY 401(K) PLAN

401k

Assets$163K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PINON FAMILY PHARMACY CASH BALANCE PLANCashBalance$522K52024
002PINON FAMILY PHARMACY 401(K) PLAN401k$163K102024
Retirement plans
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